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Defined Benefit Plans, Including Cash Balance

7,218 topics in this forum

  1. incorrect Plan number

    By HiVi,
    • 3 replies
    • 1.7k views

  2. 402(f) Notice

    By Andy the Actuary,
    • 0 replies
    • 1k views

  3. DB interest rates changing from Treas rates to Bond rates

    By Lori H,
    • 4 replies
    • 1.2k views

  4. Segment Rates for 1/1/2009 small DB valuation

    By carrots,
    • 1 reply
    • 1.2k views

  5. Data for Non Discrimination Testing, Distributions

    By Gary,
    • 0 replies
    • 1.3k views

  6. Election Package Where No Restrictions Apply

    By Andy the Actuary,
    • 4 replies
    • 1.5k views

  7. Contrib. within Deductible Limits but not deducted

    By JAY21,
    • 5 replies
    • 1.4k views

  8. Top-heavy DC/DB where DB is Frozen

    By Lou S.,
    • 2 replies
    • 2.2k views

  9. Overfunded Union Plan - how to terminat/merge/convert?

    By Guest Dressageho,
    • 10 replies
    • 2.6k views
    • Guest
    • Guest

  10. So Where's the Protection?

    By Andy the Actuary,
    • 3 replies
    • 1.3k views
    • dmb
    • dmb

  11. Former HCE

    By Andy the Actuary,
    • 8 replies
    • 2k views

  12. Effective Interest Rates

    By carrots,
    • 2 replies
    • 1.7k views

  13. NRAs under age 62

    By JAY21,
    • 2 replies
    • 1.1k views

  14. underfunded DB and deferred comp plan limits

    By DMcGovern,
    • 2 replies
    • 1.3k views

  15. Annual Funding Notices

    By AndyH,
    • 4 replies
    • 1.5k views

  16. Eoy Val and quarterly contributions

    By abanky,
    • 4 replies
    • 1.4k views

  17. PBGC Premiums for 1st year filing

    By jkdoll2,
    • 5 replies
    • 2.6k views

  18. yield curve & election months

    By HiVi,
    • 5 replies
    • 1.8k views

  19. Eliminating Lump Sum Option

    By Andy the Actuary,
    • 12 replies
    • 2.6k views

  20. waiver of accrued benefit

    By Guest lip,
    • 2 replies
    • 1.5k views

  21. Lump Sum implications of WIDE treasury-to-Corporate spread

    By Guest DBPension,
    • 4 replies
    • 1.8k views

  22. SE Tax on Partner's Partnership DB Contributions?

    By Guest Bawana,
    • 1 reply
    • 1.5k views

  23. 436 Notice Required?

    By Penman2006,
    • 6 replies
    • 1.9k views

  24. Selecting Worst Interest Scenario

    By Andy the Actuary,
    • 7 replies
    • 1.6k views

  25. Amending to remove COLAs

    By Guest erepper,
    • 2 replies
    • 1.3k views

  26. 1st year Cash Balance Plan

    By jkdoll2,
    • 15 replies
    • 3.8k views

  27. Restricted Benefits and Alternate Payees

    By davef,
    • 16 replies
    • 3.3k views

  28. PBGC Premium Cap

    By Guest Deflector,
    • 1 reply
    • 1.7k views

  29. Remove Lump Sum Distributions from DB Plan

    By 12AX7,
    • 4 replies
    • 1.4k views

  30. Lump Sum restriction for top 25 ?

    By Guest DBPension,
    • 2 replies
    • 2k views
    • Guest
    • Guest

  31. More Annual Funding Notice

    By dmb,
    • 15 replies
    • 2.4k views
    • Guest
    • Guest

  32. large plan valuations administration

    By Guest lip,
    • 10 replies
    • 2k views

  33. Soc. Sec. Level Income Option

    By Penman2006,
    • 2 replies
    • 2.4k views

  34. Non discrimination testing

    By Gary,
    • 0 replies
    • 1.2k views

  35. Questions for 2008 Valuation

    By Guest naveen,
    • 1 reply
    • 1.1k views
    • Guest
    • Guest

  36. Purchase of Life Insurance Policy

    By bzorc,
    • 0 replies
    • 1.1k views

  37. Plan Loans

    By Gary,
    • 2 replies
    • 1.5k views

  38. Excise Tax Primer

    By Guest RBlaine,
    • 7 replies
    • 1.7k views
    • Guest
    • Guest

  39. Recapture of AFTAP-restricted lump sum ?

    By Guest DBPension,
    • 2 replies
    • 1.2k views

  40. Any EA Conference News?

    By AndyH,
    • 16 replies
    • 2.6k views

  41. Lump Sum Under $5,000

    By Dougsbpc,
    • 1 reply
    • 2.5k views

  42. Plan obligations on 2009 Lump Sum Restrictions

    By Guest DBPension,
    • 3 replies
    • 1.3k views

  43. So, what is paid?

    By Andy the Actuary,
    • 9 replies
    • 2k views

  44. Mortality Table Election

    By Andy the Actuary,
    • 2 replies
    • 1.3k views

  45. Trigger for Lump Sum Payout Restriction

    By Guest DBPension,
    • 2 replies
    • 1.5k views

  46. SPD Question

    By Guest lbz123,
    • 5 replies
    • 1.8k views

  47. Quicky est. of the 2009 AFTAP

    By Guest DBPension,
    • 3 replies
    • 1.1k views

  48. DB Investment Policy Statements

    By Guest MikeAIGFA,
    • 3 replies
    • 1.8k views
    • Guest
    • Guest

  49. Professional Ethics

    By Andy the Actuary,
    • 9 replies
    • 2.1k views

  50. Online source for 2008 Plan AFTAPs ?

    By Guest DBPension,
    • 4 replies
    • 1.7k views
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